Microsoft Excel – Dashboard2018-09-07T10:36:01+00:00

Pivot Tables and Pivot Charts

  • Working with Pivot Tables
  • Examine Pivot Tables
  • Pivot Table from Another Worksheet
  • Adding Calculated Fields
  • Using fields to filter Data
  • changing Source
  • Inserting Slicers
  • Using Slicers to filter Data
  • Modify Slicers
  • Rearranging Pivot Table
  • Refreshing Pivot Table Data
  • Using Pivot Chart
  • Creating Pivot Chart
  • Changing the view of Pivot Chart
  • Using with Different Pivot Charts

Advanced Formatting Techniques

  • Advanced Text Formatting
  • Best Way to Present Tables
  • Many Ways to Present Numbers – Customized Number Formatting
  • Customized Dates & Time Formatting

 Excel New Feature: Sparklines

  • What are the Sparklines?
  • Inserting & Modifying Sparklines
  • Analyzing Data with Sparklines
  • Performing Tweaks with Sparklines
  • Handling Missing Data
  • Making the Sparklines Dynamic (Auto-Update)

Conditional Formatting

  • Formatting Data on Conditions
  • Highlight Duplicate and Unique Value
  • Finding Top 5/10 items in the Data
  • Formatting Data using Data Bars and Icons
  • Customize conditional Formatting
  • Clearing and Managing Rules
  • Summarizing data (consolidate)
  • Creating Sub Totals
  • Sorting and Filtering
  • Advance Filtering on more than 1 Criteria
  • Extracting Unique Value from Filtering
  • Advance filter with copy another location
  • Conditional Formatting
  • Highlighting Cells Based in Criteria
  • Using Data Bars, Icon Sets & Color Scales
  • Make Your Own Formatting Rules
  • Using Special Symbols
  • Using the Camera Tool

Advanced Charting Techniques

  • The Basics of Charting
  • Going through different types of Charts
  • Modifying Charts and Working with Chart Options
  • Advanced Charts Formatting
  • Inserting Text and Pictures inside Charts
  • Modifying Chart Axis
  • Creating Specialized Charts for Measuring Performance
  • Combo Chart
  • Dynamic Chart
  • Thermometer Chart
  • Bullet Chart

Processing the Data Model

  • Learning Useful Excel Functions
  • Simple IF & Nested IF Function
  • CHOOSE & OFFSET Function
  • Adding Interactivity with Drop Downs

Enhancing Interactivity

  • Adding Interactive Advanced Controls
  • Buttons Control
  • Check Box
  • Spin Buttons
  • Option Buttons

Automating Reports

  • Using Macros to Automate Reports
  • Recording a Macro
  • Running a Macro
  • Assigning Macros to Objects & Buttons

Excel Dashboards can boost your organization’s speed by allowing you and your team to see more, manage more, and communicate more.

A data dashboard is the most efficient way to track multiple data sources because it provides a central location for businesses to monitor and analyze performance. Real-time monitoring reduces the hours of analyzing and the long line of communication that previously challenged businesses.

The most common approach to designing a business dashboard is to build it using a question-answer format. The d excel dashboards are all a little different, some spin on combo boxes, option buttons, slicers and there is a few that changed based on the mouse rolling over a cell or two.